BUSINESS
COMMENT-Long-term capital gains tax may be a blessing in disguise for value investors
Investors were waiting for a correction and LTCG has handed them in a platter. But how big a dragon is LTCG?
BUSINESS
COMMENT - Overvalued? Maybe, but India's not among the world's red-hot markets
The sharp rally on Indian bourses since the start of the year has prompted experts to call for a correction which they say is long overdue. However, India is nowhere close to top performing markets
BUSINESS
COMMENT - Why e-commerce discounts sound like capex to I-T sleuths
Reclassification of marketing expenditure and discounts as capital expenditure will be a body blow for e-commerce companies
BUSINESS
5 reasons why any proposal to increase F&O lot size is flawed
The initiative by the finance ministry and Sebi in increasing lot size is flawed on many grounds and exposes their failure in educating the masses whom they seek to protect
BUSINESS
COMMENT: Stressed power plants need enforceable PPAs, everything else is hogwash
Electricity is fast emerging as the primary choice of fuel in automobiles, instead of petrol and diesel. On the supply side, renewables are replacing conventional thermal-based energy sources.
BUSINESS
Social security scheme is good politics but a mixed bag for the economy
While the organised sector is already covered by various social security laws like those governing provident funds, pension funds and insurance schemes, employees in the unorganised sector have to fend for themselves.
MARKETS
Meet this multibagger — an IIT grad who makes money from just 15 minutes of trade
Delhi-based Alok Jain has raked up to 86 percent return on his portfolio between April and December 2017 by spending just 15 minutes each week on investments.
BUSINESS
Why Sebi’s ‘riskometer’ is risky
Sebi’s move to introduce an early warning system defies logic, especially when other such meters have failed
BUSINESS
Old power plants: A lifeline for power generating equipment sector
Government is contemplating replacing power plants over 25 years. With about half of the country's thermal power plants being over 25 years old, the opportunity is huge.
ECONOMY
Has the Modi government found a solution to the agri-crisis?
The recent Gujarat state poll was a wakeup call of sorts for the BJP as the rural economy again sided with the party which was willing to give more freebies. However, the government seems to have an answer to the problem, with a little help from the MP government.
BUSINESS
Why entry level salaries for IT firms will remain low – with or without the ‘cartel’
Cartels are usually charged with colluding to inflate prices of products and services. Rarely are they accused of trying to deflate something. Also, information technology would be the last sector you would imagine to be part of such a devious arrangement.
BUSINESS
Higher capacity utilisation at thermal power plants signals better days ahead
It is widely known that power generation has been on the rise for a while now. This has been captured in various official data points like the Index of Industrial Production (IIP), and the GDP.
BUSINESS
Big divestment targets will be a thing of the past post FY19 budget
It is advantageous for the government to push such deals rather than smaller divestments which barely yield meaningful money.
BUSINESS
Higher sugarcane crop in India & Brazil to hurt sugar companies for some time now
According to a report by ICRA, the domestic sugar production for the sugar year 2018 is likely to increase by 23 percent to around 25.0 million tonnes, driven principally by a recovery in production across India.
BUSINESS
Gujarat elections outcome -- farmers will be holier than cow
The year 2017 was particularly bad for the farming community. Parts of the country were affected by poor monsoon while other parts saw the downside of good rains which saw a bumper crop resulting in prices falling below the cost in many regions.
POLITICS
Gujarat election scare will force BJP to present a populist Budget
What the results point out is that while nationalist fervour is profitable and will continue to be whipped up, appeasement based on caste lines is the new order of the day.
BUSINESS
Here's why bail-in in India is an impossibility
If examined properly, the 'bail-in' clause is not really a point of worry as the bill provides for any loss of secured deposits. The government should have done a better job of introducing it.
BUSINESS
Trading in bitcoin futures just brought Armageddon closer
With stock markets touching new highs globally and the US Fed increasing interest rates we can see much more doomsday prediction going forward.
BUSINESS
Markets@Moneycontrol: Markets lose steam after three straight days of rallying
Spike in bond prices led to a sharp fall in public and private banks as the Bank Nifty shed over 270 points, Axis Bank, Kotak Mahindra Bank, ICICI Bank, Yes Bank, and Federal Bank, among others ended in the red.
BUSINESS
Why it makes sense to allow foreign players to bid for Air-India
In the airline sector, Air India is by far the most eligible bachelor. Restricting it to only suitors from India will not fetch the government the right valuation.
BUSINESS
Bank loan growth – The devil is in the details
Post the recent policy announcement, various reports have quoted bankers saying the credit offtake has started picking up. Banks’ credit growth is nowhere close to their prime and still are not running on all engines
BUSINESS
Is the rise in crude oil prices here to stay?
Analysts expects that oil prices to move in a price band of USD 45 to USD 60 for the calendar year 2018.
BUSINESS
Foreign Trade Policy hits the right notes by playing to the exporters' gallery
The good part about the policy is that it has laid a long-term roadmap and has focused on clearing the hurdles in the way. At the same time, it has worked on providing jobs to the economy and promotes entrepreneurship by standing behind the exporter to explore new markets.
BUSINESS
Air India divestment: No better time than now for the Maharaja
The stars are favourably aligned for Air India’s divestment. The only issue that will need to be handled is the labour issue.
